See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,925 | $89,753-7.6% | $107,525-22.9% | $84,808-2.2% |
| Participation rate | 82.1% | 68.1%+14.1pp | 75.1%+7.1pp | 68.3%+13.8pp |
| Annual return | 19.39% | 29.48%-10.1pp | 181.32%-161.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,387 | $3,113-23.3% | $3,754-36.4% | $2,631-9.3% |
| Participant deferral / active EE | $4,053 | $4,056-0.1% | $5,116-20.8% | $4,212-3.8% |
| Admin fee / account holder | $1,002 | $7,222-86.1% | $8,919-88.8% | $7,344-86.4% |